You remain the only point of contact. Reports, file conventions, and correspondence match the way your firm already operates — because your client's relationship is with you, and it should stay that way.
Reports, file naming conventions, and communication templates carry your firm's identity — never ours.
Where useful, we can operate through a firm-branded email address, so client-facing correspondence reads as internal to your practice.
We slot into however your firm already manages client files — no process overhaul required on your end.
The crest marks everything on our side of the desk — the header of this site, every internal document, the invoice you receive. On your client's side, it never appears.
Protection, visible everywhere on our own surface. Invisible on yours.
Before you commit to anything, we'll take on the one client file your team has been avoiding — the one with two years of uncategorized transactions or a chart of accounts nobody trusts anymore.
Choose the client engagement that's causing your team the most pain right now — the messier, the better.
Historical categorization, reconciliation, and chart of accounts correction, completed on a fixed turnaround timeline.
Review accuracy, turnaround time, and communication before deciding whether to move into a monthly retainer.
Kintsugi — repairing broken pottery with gold, so the mend becomes part of the object's history instead of something to hide. A cleanup works the same way. The file was behind, or wrong, or abandoned mid-year. What we hand back isn't disguised. It's repaired, and the repair holds.
No long-term commitment — just a pilot cleanup and a straight evaluation of the work.
Kinshiro